Investment Manager Index (IMI) Survey by IHS Markit

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Unlock comprehensive monthly insights into investor sentiment

The Investment Manager Index (IMI) is a survey-based indicator of sentiment derived from active fund managers at institutional investment firms and designed to provide a view of forward-looking investment appetite in U.S. equity markets. The monthly survey asks respondents for their subjective view on risk outlook and appetite over the next 30 days, market performance and key drivers, upside and downside risks, and sector outlooks.

Sign up to participate in the monthly survey

Institutional investors are welcome to register to be survey respondents. As a participant, you will receive a monthly link to the questionnaire, which consists of 7 to 8 brief questions. In return, you will have access to the collective findings in a summary report each month and additionally to historical monthly reports.

  • Monthly survey with a brief set of questions that gauge investors' risk outlook for the next 30 days, market performance expectations and key drivers, upside and downside risks, and sector views
  • Select, topical questions rotate monthly based on current developments and market-moving news
  • Participants receive collective findings in a summary report each month, and access to historical monthly reports

The IMI surveys are compiled and published by IHS Markit, combining the survey research and analytics expertise of its Economic Indices PMI team and the buy-side insights and relationships of its Perception Research team. IMI data are only published in aggregated form by IHS Markit and individual responses are completely confidential. Each monthly report contains headline figures and an analysis of aggregate sentiment.

IMI data feature headline figures that indicate risk appetite and expectations of market performance, as well as detailed findings on the underlying drivers of and risks to investment returns. Monthly IMI survey results are enriched by direct investor commentary gathered via telephone interviews.